How to Import Customer Data into Fleetwire

🚗 Bulk-Import Your Customers to Fleetwire in a Snap!

Got a list of customers ready to roll? With Fleetwire, you can import your existing customer base into our platform using a CSV or Excel file — no manual entry required! This feature saves you time, keeps your data organized, and gets you managing bookings faster. Let’s make your customer list shine in Fleetwire!

🎯 Why Import Customers?

Importing your customers into Fleetwire unlocks powerful features:

Centralized Management: Store all customer info (names, emails, phones) in one place.
Seamless Bookings: Link customers to orders for quick reservations.
Custom Data: Add extra details (e.g., loyalty status, preferences) as text fields for personalized service.

Ready to get started? Grab your CSV or Excel file, and let’s do this!

📋 Preparing Your File

To ensure a smooth import, your file needs a little prep:

Include Headers: The first row must have column headers (e.g., First Name, Last Name, Email, Phone).
Supported Fields: Fleetwire automatically maps these core fields:
First Name
Last Name
Email
Phone
Extra Fields: Add any additional columns (e.g., Customer ID, Notes), which will be imported as text fields.

Pro Tip: Use a simple CSV format for the fastest import. Save your Excel file as .csv to avoid formatting issues.

Example CSV:

First Name,Last Name,Email,Phone,Notes
Jane,Doe,jane.doe@email.com,555-123-4567,VIP Customer
John,Smith,john.smith@email.com,555-987-6543,Prefers SUVs

🛠 Step-by-Step: Importing Customers

Follow these steps to bring your customers into Fleetwire:

Go to Customers: In your Fleetwire dashboard, click Customers in the left menu.
Start the Import: Hit the Import button to begin.
Upload Your File: Select your CSV or Excel file and upload it.
Map Core Fields: Fleetwire will prompt you to match your file’s columns to fields like First Name, Last Name, Email, and Phone. Select the corresponding columns.
Handle Extra Fields: For any additional columns, choose a predefined attribute or map them as text fields.
Review Your Mapping: Double-check your selections to ensure everything looks right.
Import Away: Click Import to process the file. You’ll see a preview of your imported customers.

Quick Tip: Save your mapping as a template in Fleetwire to speed up future imports!

Warning: Ensure your file has no duplicate emails to avoid import errors. Fleetwire treats emails as unique identifiers for customers.

🚀 What’s Next?

Congrats, your customers are now in Fleetwire! Here’s what you can do next:

Manage Customers: View, edit, or delete customers in the Customers dashboard.
Add Custom Fields: Capture more customer info (e.g., insurance details) with Custom Fields.
Start Booking: Create orders for your imported customers using the Order Workflow.
Need Help? Reach out to our support team at hi@fleetwire.io or via the in-app chat.

Happy importing! 🌟

Updated on: 14/05/2025

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